Vault-13

WISDOMTREE TR HEDJ

EUROPE HEDGED EQ · ETP · CUSIP 97717X701

216 institutional holders -1 vs Q1 2025
15,968,24316.0m shares reported held*
$771.7mreported value*
19 new 73 added 56 reduced 20 sold out net bought ≈ $68.6m (+1.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($48.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.33. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 171Q4 22: 173Q1 23: 191Q2 23: 182Q3 23: 186Q4 23: 196Q1 24: 195Q2 24: 200Q3 24: 194Q4 24: 201Q1 25: 217Q2 25: 216216Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022171
Q4 2022173
Q1 2023191
Q2 2023182
Q3 2023186
Q4 2023196
Q1 2024195
Q2 2024200
Q3 2024194
Q4 2024201
Q1 2025217
Q2 2025216

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 71 bought or addedQ3 23: 66 cut or sold outQ4 23: 55 bought or addedQ4 23: 74 cut or sold outQ4 23Q1 24: 68 bought or addedQ1 24: 81 cut or sold outQ2 24: 93 bought or addedQ2 24: 58 cut or sold outQ2 24Q3 24: 53 bought or addedQ3 24: 75 cut or sold outQ4 24: 58 bought or addedQ4 24: 87 cut or sold outQ4 24Q1 25: 89 bought or addedQ1 25: 69 cut or sold outQ2 25: 92 bought or addedQ2 25: 76 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237166
Q4 20235574
Q1 20246881
Q2 20249358
Q3 20245375
Q4 20245887
Q1 20258969
Q2 20259276

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 24 calls: $85.3kQ3 24 puts: $170.6kQ3 24P/C 2.00Q4 24 calls: $78.7kQ4 24 puts: $266.7kQ4 24P/C 3.39Q1 25 calls: $71.2kQ1 25 puts: $161.4kQ1 25P/C 2.27Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$85.3k$170.6k2.00
Q4 2024$78.7k$266.7k3.39
Q1 2025$71.2k$161.4k2.27
Q2 2025$0$0—

Biggest buyers

Bank of New York Mellon Corp Added +427,009+427.0k
Rockefeller Capital Management L.P. Added +409,359+409.4k
ROYAL BANK OF CANADA Added +372,628+372.6k
PATTEN & PATTEN INC/TN Added +226,860+226.9k
BARCLAYS PLC New +129,920+129.9k
Kingsview Wealth Management, LLC Added +100,472+100.5k
RAYMOND JAMES FINANCIAL INC Added +96,825+96.8k
AMERIPRISE FINANCIAL INC Added +94,154+94.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +86,474+86.5k
Insight Advisors, LLC/ PA New +85,637+85.6k

Biggest sellers

SCHRODER INVESTMENT MANAGEMENT GROUP Sold out -659,164-659.2k
Allianz Asset Management GmbH Reduced -114,600-114.6k
GOLDMAN SACHS GROUP INC Reduced -110,115-110.1k
MML INVESTORS SERVICES, LLC Reduced -102,653-102.7k
LPL Financial LLC Reduced -52,860-52.9k
Stratos Wealth Partners, LTD. Reduced -37,914-37.9k
PFG Advisors Reduced -28,087-28.1k
Integrated Wealth Concepts LLC Sold out -23,536-23.5k
Cetera Investment Advisers Reduced -20,779-20.8k
RETIREMENT FINANCIAL SOLUTIONS, LLC Reduced -15,752-15.8k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 2,815,0062.8m $135.5m $135.5m 0.02% Reduced -110.1k -110,115
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,337,6681.3m $64.4m $64.4m 0.01% Added +72.1k +72,106
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,319,4601.3m $63.5m $63.5m 0.00% Added +25.2k +25,189
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,039,2841.0m $50.0m $50.0m 0.01% Added +64.5k +64,529
5 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 814,198814.2k $39.2m $39.2m 0.05% Added +409.4k +409,359
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 774,230774.2k $37.3m $37.3m 0.00% Added +372.6k +372,628
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 654,008654.0k $31.5m $31.5m 0.01% Reduced -52.9k -52,860
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 509,673509.7k $24.5m $24.5m 0.01% Added +56.3k +56,345
9 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 498,487498.5k $24.0m $24.0m 0.00% Added +427.0k +427,009
10 FMR LLC 0.00% of their portfolio BOSTON, MA 446,554446.6k $21.5m $21.5m 0.00% Added +6.9k +6,946
11 Boothe Investment Group, Inc. 7.61% of their portfolio DOVER, DE 414,856414.9k $20.0m $20.0m 7.61% Reduced -115 -115
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 374,190374.2k $18.0m $18.0m 0.01% Added +96.8k +96,825
13 PATTEN & PATTEN INC/TN 0.78% of their portfolio CHATTANOOGA, TN 251,207251.2k $12.1m $12.1m 0.78% Added +226.9k +226,860
14 RETIREMENT FINANCIAL SOLUTIONS, LLC 3.66% of their portfolio KNOXVILLE, TN 215,763215.8k $10.4m $10.4m 3.66% Reduced -15.8k -15,752
15 Azimuth Capital Investment Management LLC 0.34% of their portfolio BLOOMFIELD HILLS, MI 187,790187.8k $9.0m $9.0m 0.34% Added +2.3k +2,315
16 CONDOR CAPITAL MANAGEMENT 0.71% of their portfolio MARTINSVILLE, NJ 169,106169.1k $8.1m $8.1m 0.71% Added +853 +853
17 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 154,452154.5k $7.4m $7.4m 0.03% Reduced -7.3k -7,258
18 CONNING INC. 0.24% of their portfolio HARTFORD, CT 144,030144.0k $6.9m $6.9m 0.24% Unchanged
19 VALLEY WEALTH MANAGERS, INC. 0.49% of their portfolio PARAMUS, NJ 140,659140.7k $6.8m $6.8m 0.49% Reduced -11.0k -10,974
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 137,882137.9k $6.6m $6.6m 0.00% Added +94.2k +94,154
21 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 129,920129.9k $6.3m $6.3m 0.00% New
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 115,077115.1k $5.5m $5.5m 0.00% Reduced -7.0k -6,977
23 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 113,673113.7k $5.5m $5.5m 0.01% Added +44.8k +44,758
24 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 112,062112.1k $5.4m $5.4m 0.06% Added +13.7k +13,726
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 107,751107.8k $5.2m $5.2m 0.01% Added +86.5k +86,474
26 Kingsview Wealth Management, LLC 0.09% of their portfolio GRANTS PASS, OR 106,968107.0k $5.1m $5.1m 0.09% Added +100.5k +100,472
27 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 106,269106.3k $5.1m $5.1m 0.01% Added +13.4k +13,419
28 Federation des caisses Desjardins du Quebec 0.02% of their portfolio LEVIS, A8 101,686101.7k $4.9m $4.9m 0.02% Added +211 +211
29 Sharper & Granite LLC 1.81% of their portfolio EL SEGUNDO, CA 98,42098.4k $4.8m $4.8m 1.81% Reduced -1.6k -1,580
30 CATHY PARETO & ASSOCIATES, INC 3.77% of their portfolio CORAL GABLES, FL 94,93194.9k $4.6m $4.6m 3.77% Added +16.7k +16,712
31 Insight Advisors, LLC/ PA 0.66% of their portfolio Newtown, PA 85,63785.6k $4.1m $4.1m 0.66% New
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 81,33981.3k $3.9m $3.9m 0.00% Added +2.9k +2,914
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 77,92577.9k $3.8m $3.8m 0.01% Added +36.9k +36,886
34 Defined Financial Planning LLC 3.32% of their portfolio SAN RAFAEL, CA 77,10077.1k $3.7m $3.7m 3.32% Added +12.8k +12,813
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 66,18366.2k $3.2m $3.2m 0.00% Added +9.0k +8,967
36 HUNTINGTON NATIONAL BANK 0.02% of their portfolio COLUMBUS, OH 61,85761.9k $3.0m $3.0m 0.02% Added +13.6k +13,591
37 Harel Insurance Investments & Financial Services Ltd. 0.03% of their portfolio Ramat Gan, L3 59,69259.7k $2.9m $2.9m 0.03% Unchanged
38 Curi Capital, LLC 0.05% of their portfolio CHICAGO, IL 57,62257.6k $2.8m $2.8m 0.05% Added +559 +559
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 55,90755.9k $2.7m $2.7m 0.00% Added +6.3k +6,344
40 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 55,46155.5k $2.7m $2.7m 0.05% New
41 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 52,81652.8k $2.5m $2.5m 0.01% Added +1.4k +1,428
42 FLOW TRADERS U.S. LLC 0.09% of their portfolio NEW YORK, NY 52,44052.4k $2.5m $2.5m 0.09% New
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 52,36452.4k $2.5m $2.5m 0.00% Reduced -13.5k -13,475
44 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 52,16852.2k $2.5m $2.5m 0.00% Added +1.2k +1,197
45 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 51,01751.0k $2.5m $2.5m 0.00% Added +8.1k +8,069
46 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 50,10250.1k $2.4m $2.4m 0.01% Added +43.1k +43,092
47 CSM Advisors, LLC 0.07% of their portfolio WARRENDALE, PA 49,55649.6k $2.4m $2.4m 0.07% Unchanged
48 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 48,72248.7k $2.3m $2.3m 0.00% Added +3.1k +3,101
49 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 47,55347.6k $2.3m $2.3m 0.01% Reduced -6.2k -6,205
50 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 46,67546.7k $2.2m $2.2m 0.00% Reduced -65 -65
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,14142.1k $2.0m $2.0m 0.00% Reduced -2.0k -2,030
52 Smartleaf Asset Management LLC 0.17% of their portfolio BOSTON, MA 39,82439.8k $1.9m $1.9m 0.17% New
53 Sage Capital Management, LLC 0.81% of their portfolio Stockton, NJ 34,80734.8k $1.7m $1.7m 0.81% Added +1.1k +1,143
54 THOROUGHBRED FINANCIAL SERVICES, LLC 0.12% of their portfolio BRENTWOOD, TN 34,75334.8k $1.7m $1.7m 0.12% Reduced -4.2k -4,219
55 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 33,96134.0k $1.6m $1.6m 0.02% Added +740 +740
56 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 32,54032.5k $1.6m $1.6m 0.00% Unchanged
57 PFG Advisors 0.07% of their portfolio Phoenix, AZ 31,20731.2k $1.5m $1.5m 0.07% Reduced -28.1k -28,087
58 M. Kulyk & Associates, LLC 0.31% of their portfolio DECATUR, GA 29,75429.8k $1.4m $1.4m 0.31% Added +228 +228
59 COMERICA BANK 0.01% of their portfolio DALLAS, TX 29,45129.5k $1.4m $1.4m 0.01% Added +99 +99
60 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 29,37829.4k $1.4m $1.4m 0.00% Reduced -20.8k -20,779
61 Impact Capital Partners LLC 0.46% of their portfolio GREENWOOD VILLAGE, CO 29,14729.1k $1.4m $1.4m 0.46% Added +608 +608
62 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 29,02529.0k $1.4m $1.4m 0.00% Added +13.4k +13,432
63 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 27,66627.7k $1.3m $1.3m 0.00% Added +4.7k +4,723
64 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 26,60026.6k $1.3m $1.3m 0.00% Reduced -114.6k -114,600
65 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 25,84625.8k $1.2m $1.2m 0.00% Added +481 +481
66 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,59025.6k $1.2m $1.2m 0.00% Added +16.6k +16,602
67 PARSONS CAPITAL MANAGEMENT INC/RI 0.07% of their portfolio PROVIDENCE, RI 22,10022.1k $1.1m $1.1m 0.07% New
68 GenTrust, LLC 0.05% of their portfolio MIAMI, FL 21,95422.0k $1.1m $1.1m 0.05% Reduced -260 -260
69 COUNTRY CLUB BANK 0.06% of their portfolio KANSAS CITY, MO 20,04720.0k $967.3k $967.3k 0.06% Reduced -393 -393
70 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 19,48619.5k $937.7k $937.7k 0.00% Reduced -1.4k -1,378
71 HOWARD BAILEY SECURITIES, LLC 0.28% of their portfolio FORT WAYNE, IN 18,67418.7k $898.6k $898.6k 0.28% New
72 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 17,70017.7k $851.7k $851.7k 0.00% Unchanged
73 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 17,36217.4k $835.5k $835.5k 0.00% Unchanged
74 Fiduciary Trust Co 0.01% of their portfolio Boston, MA 16,79416.8k $808.1k $808.1k 0.01% Unchanged
75 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 16,66416.7k $801.9k $801.9k 0.00% Reduced -680 -680
76 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 16,47916.5k $792.0k $792.0k 0.00% Added +10.2k +10,238
77 FLAGSTAR SECURITIES, INC 0.22% of their portfolio New York, NY 16,22116.2k $780.6k $780.6k 0.22% Reduced -5.7k -5,654
78 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 14,91014.9k $717.5k $717.5k 0.01% Added +8.1k +8,100
79 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 14,83314.8k $713.8k $713.8k 0.00% Added +257 +257
80 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 14,81314.8k $712.8k $712.8k 0.00% Reduced -53 -53
81 Harbour Capital Advisors, LLC 0.15% of their portfolio TYSONS CORNER, VA 14,79014.8k $714.7k $714.7k 0.15% Unchanged
82 Sloy Dahl & Holst, LLC 0.10% of their portfolio Vancouver, WA 14,69014.7k $706.9k $706.9k 0.10% Unchanged
83 Robertson Stephens Wealth Management, LLC 0.02% of their portfolio San Francisco, CA 14,42414.4k $694.1k $694.1k 0.02% Unchanged
84 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 13,87913.9k $667.9k $667.9k 0.02% Reduced -11.2k -11,239
85 Clearwater Capital Advisors, LLC 0.06% of their portfolio HOFFMAN ESTATES, IL 13,64013.6k $656.4k $656.4k 0.06% Unchanged
86 MMBG INVESTMENT ADVISORS CO. 0.06% of their portfolio MIAMI, FL 12,99013.0k $625.1k $625.1k 0.06% Unchanged
87 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 12,94712.9k $623.0k $623.0k 0.00% Reduced -1.1k -1,083
88 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 12,67812.7k $609.9k $609.9k 0.01% Added +456 +456
89 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 12,27112.3k $590.5k $590.5k 0.01% Reduced -1.1k -1,140
90 RiverFront Investment Group, LLC 0.01% of their portfolio RICHMOND, VA 11,91611.9k $573.4k $573.4k 0.01% Reduced -264 -264
91 Portland Financial Advisors Inc 1.35% of their portfolio PORT WASHINGTON, NY 11,67011.7k $561.6k $561.6k 1.35% Reduced -127 -127
92 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 11,37511.4k $547.4k $547.4k 0.02% Reduced -45 -45
93 Hickory Point Bank & Trust 0.44% of their portfolio DECATUR, IL 11,37411.4k $547.3k $547.3k 0.44% Unchanged
94 Cooksen Wealth, LLC 0.44% of their portfolio THE WOODLANDS, TX 11,36411.4k $546.8k $546.8k 0.44% Reduced -492 -492
95 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,31611.3k $544.5k $544.5k 0.01% New
96 Bogart Wealth, LLC 0.02% of their portfolio MCLEAN, VA 10,95611.0k $527.2k $527.2k 0.02% Added +28 +28
97 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 10,44010.4k $502.4k $502.4k 0.00% Unchanged
98 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 10,31210.3k $496.2k $496.2k 0.02% Unchanged
99 KANAWHA CAPITAL MANAGEMENT LLC 0.03% of their portfolio RICHMOND, VA 9,7109.7k $467.2k $467.2k 0.03% Reduced -1.4k -1,350
100 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 9,5169.5k $457.9k $457.9k 0.00% Reduced -94 -94